IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.05%
924
-546
77
$45K 0.05%
1,775
78
$45K 0.05%
6,334
+650
79
$43K 0.05%
980
80
$43K 0.05%
1,290
81
$42K 0.05%
795
+183
82
$41K 0.04%
352
83
$41K 0.04%
1,240
84
$40K 0.04%
369
85
$39K 0.04%
1
86
$39K 0.04%
732
87
$39K 0.04%
2,665
-35
88
$39K 0.04%
359
89
$39K 0.04%
760
90
$39K 0.04%
3,000
91
$38K 0.04%
776
+383
92
$37K 0.04%
234
+101
93
$35K 0.04%
500
94
$34K 0.04%
215
95
$34K 0.04%
263
96
$33K 0.04%
256
97
$33K 0.04%
2,150
98
$33K 0.04%
606
99
$33K 0.04%
861
100
$32K 0.03%
+420
2 3
4
5 6